Managing an investment portfolio has become a top priority for many organizations, especially in light of today's global economy and uncertain markets. For Investment Committees and Executive Staff, navigating without the help of a qualified, independent consulting firm means devoting considerable time, effort and resources. Our clients rely on us to help traverse the maze of decisions that are necessary to develop a well-coordinated long-term investment management plan.

We pride ourselves on objective advice based on our institution's goals and risk tolerance. Depending on the needs of our clients, we offer sophisticated financial modeling and other services, supported by our thorough investment management process and an experienced multi-disciplinary team. Our professionals hold advanced designations such as CIMA (Certified Investment Management Analyst), CFA (Certified Financial Analyst), CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), M.T. (Masters of Taxation), and MBA (Masters in Business Administration). In addition we work closely with firms that range from global financial service providers to boutique investment firms that offer highly specialized services and products.

Our investment management services are customized to each client's unique situation. Services include developing initial cash flow analysis, strategies for concentrated stock holdings, modeling and planning for major business or institutional initiatives, potential or pending liabilities and full integration and analysis of our clients' planning. Click to view an example of our Initial Portfolio Review.

 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Molewski Financial Partners. Molewski Financial Partners is independently owned and operated and is a member of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. Disclaimer

The principal place of business and the state of domicile for Molewski Financial Partners is: 100 Gateway Drive, Suite 300, Bethlehem, PA 18017. Phone: 610-865-2600.

Copyright 2008 Molewski Financial Partners

Proper state registration is mandatory prior to conducting business in any state.

Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, CT, DE, FL, IL, MA, MD, NH, NJ, NY, PA, AND VA. Residents of other states should consult with a local registered representative for securities products.

Molewski Financial Partners is presently licensed to sell traditional life insurance in PA, NJ, FL, NY and CA (Michael D. Molewski, California license number 0826974). Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.